Ledyard National Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Ledyard National Bank reported 215 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.1% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 6.8%) and Microsoft (MSFT, 5.6%). Compared with Q1 2025, it opened 9 new positions, sold out of 7, added to 52 and reduced 134. The biggest buy was a new position in NT Mstar GLBL NR ETF (GUNR) and the biggest sale Oracle (ORCL, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- HANOVER, NH
- CIK
- 0001310658
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001310658-25-000003 ↗ filed Aug 4, 2025
Holdings Value
Holdings 215 stocks · $1.1B
| IVV iShares Core S&P 500 ETF | 7.13% | 121,539 | $75.5M | Reduce -7.3% |
| DGRO iShares Core Dividend Growth | 6.82% | 1,128,800 | $72.2M | Reduce -6.0% |
| MSFT Microsoft Corp. | 5.58% | 118,737 | $59.1M | Reduce -1.8% |
| IEFA iShares Core MSCI Eafe ETF | 4.78% | 605,754 | $50.6M | Reduce -2.2% |
| AAPL Apple Inc. | 4.75% | 245,374 | $50.3M | Reduce -2.4% |
| AVGO Broadcom Inc. | 3.67% | 140,912 | $38.8M | Reduce -1.3% |
| DFAE Dimensional Emerging Core Eq | 2.73% | 999,184 | $28.9M | Add +1.2% |
| MUB iShares National Muni Bond E | 2.23% | 225,984 | $23.6M | Reduce -9.8% |
| JPM JPMorgan Chase & Co. | 2.23% | 81,288 | $23.6M | Reduce -1.9% |
| GSIE Goldman Sachs Activebeta Int | 1.91% | 508,812 | $20.2M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 1.87% | 90,155 | $19.8M | Reduce -1.7% |
| KBWB Invesco KBW Bank ETF | 1.82% | 269,215 | $19.3M | Reduce -4.0% |
| SCHD Schwab US DVD Equity ETF | 1.77% | 708,461 | $18.8M | Add +10.4% |
| IQLT iShares MSCI International Q | 1.76% | 430,529 | $18.6M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 1.69% | 101,841 | $17.9M | Reduce -1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.63% | 104,919 | $17.3M | Add +0.0% |
| V Visa Inc. Class A | 1.59% | 47,356 | $16.8M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.43% | 31,074 | $15.1M | Reduce -2.1% |
| KR Kroger Co. | 1.38% | 203,268 | $14.6M | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 1.38% | 210,099 | $14.6M | Reduce -3.8% |
| PG The Procter & Gamble Co. | 1.31% | 87,347 | $13.9M | Reduce -1.5% |
| GSLC Goldman Activebeta US LC ETF | 1.20% | 104,945 | $12.7M | Reduce -1.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.19% | 149,755 | $12.6M | Add +0.9% |
| QDF NT Qual Div ETF | 1.15% | 166,329 | $12.2M | Add +2.8% |
| HD Home Depot Inc. | 1.14% | 32,949 | $12.1M | Reduce -2.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.02% | 37,997 | $10.8M | Reduce -3.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.00% | 85,540 | $10.6M | Reduce -2.5% |
| HON Honeywell International Inc. | 0.96% | 43,455 | $10.1M | Add +29.1% |
| JQUA JPMorgan US Quality Factor | 0.94% | 165,300 | $9.9M | Reduce -1.0% |
| ETN Eaton Corp. PLC | 0.83% | 24,625 | $8.8M | Reduce -3.5% |
| TTE Totalenergies SE -Spon ADR | 0.79% | 136,067 | $8.4M | Reduce -6.8% |
| AMGN Amgen Inc. | 0.75% | 28,442 | $7.9M | Reduce -0.9% |
| TCAF T Rowe PRC Cap Appreciation | 0.74% | 221,367 | $7.8M | Add +3.0% |
| JNJ Johnson & Johnson | 0.74% | 50,961 | $7.8M | Add +2.3% |
| LOW Lowe's Cos Inc. | 0.69% | 33,036 | $7.3M | Reduce -1.3% |
| GUNR NT Mstar GLBL NR ETF | 0.68% | 178,401 | $7.2M | New |
| MDT Medtronic PLC | 0.67% | 81,027 | $7.1M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.65% | 33,480 | $6.9M | Reduce -8.9% |
| MRK Merck & Co. Inc. | 0.63% | 84,899 | $6.7M | Reduce -14.1% |
| GOOG Alphabet Inc. Class C | 0.60% | 36,087 | $6.4M | Reduce -2.8% |
| T AT&T Inc. | 0.59% | 216,681 | $6.3M | Reduce -4.8% |
| VFLO Victoryshares Free Cash Flow | 0.57% | 169,577 | $6.0M | Reduce -7.0% |
| ACN Accenture PLC Class A | 0.56% | 19,739 | $5.9M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.51% | 17,465 | $5.4M | Reduce -2.1% |
| ADBE Adobe Inc. | 0.47% | 12,934 | $5.0M | Reduce -2.7% |
| CAT Caterpillar Inc. | 0.46% | 12,492 | $4.8M | Reduce -2.6% |
| WMT Walmart Inc. | 0.46% | 49,467 | $4.8M | Add +0.5% |
| VGK Vanguard Ftse Europe ETF | 0.45% | 61,974 | $4.8M | Reduce -6.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.45% | 16,266 | $4.8M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 7,716 | $4.8M | Add +0.2% |
| AEP American Electric Power | 0.44% | 45,347 | $4.7M | New |
| MET Metlife Inc. | 0.44% | 57,547 | $4.6M | Reduce -3.3% |
| PFE Pfizer Inc. | 0.43% | 188,837 | $4.6M | Reduce -5.4% |
| XLK SS Technology Select Sector | 0.42% | 17,417 | $4.4M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.41% | 40,341 | $4.3M | Reduce -2.2% |
| NVDA Nvidia Corp. | 0.41% | 27,146 | $4.3M | Reduce -0.9% |
| XLF SS Financial Select Sector | 0.40% | 80,984 | $4.2M | Reduce -6.2% |
| EVRG Evergy Inc. | 0.40% | 61,510 | $4.2M | Reduce -1.5% |
| CRM Salesforce Inc. | 0.40% | 15,544 | $4.2M | New |
| ORCL Oracle Corp. | 0.39% | 18,925 | $4.1M | Reduce -77.7% |
| CMCSA Comcast Corp. Class A | 0.38% | 113,359 | $4.0M | Reduce -7.3% |
| EOG EOG Resources Inc. | 0.37% | 32,350 | $3.9M | Add +2.2% |
| LLY Eli Lilly & Co. | 0.36% | 4,883 | $3.8M | Add +8.3% |
| ABBV Abbvie Inc. | 0.34% | 19,601 | $3.6M | Reduce -0.5% |
| MAS Masco Corp. | 0.33% | 54,832 | $3.5M | Add +1.1% |
| UNP Union Pacific Corp. | 0.32% | 14,896 | $3.4M | Add +2.8% |
| REGN Regeneron Pharmaceuticals | 0.32% | 6,365 | $3.3M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.31% | 47,877 | $3.3M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 10,919 | $3.3M | Reduce -9.9% |
| EMR Emerson Electric Co. | 0.31% | 24,475 | $3.3M | Reduce -14.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.30% | 49,030 | $3.2M | Reduce -1.8% |
| VIS Vanguard Industrials ETF | 0.28% | 10,669 | $3.0M | Reduce -10.5% |
| SUSA iShares ESG Optimized MSCI U | 0.27% | 22,347 | $2.8M | Add +5.8% |
| LECO Lincoln Electric Holdings | 0.26% | 13,501 | $2.8M | Reduce -10.6% |
| VPL Vanguard Ftse Pacific ETF | 0.26% | 33,714 | $2.8M | Reduce -17.0% |
| LMT Lockheed Martin Corp. | 0.26% | 5,903 | $2.7M | Reduce -0.9% |
| ADP Automatic Data Processing | 0.26% | 8,837 | $2.7M | Reduce -6.2% |
| INTU Intuit Inc. | 0.26% | 3,440 | $2.7M | Add +713.2% |
| COR Cencora Inc. | 0.26% | 9,031 | $2.7M | Add +1.2% |
| MA Mastercard Inc. Class A | 0.24% | 4,571 | $2.6M | Reduce -1.5% |
| LIN Linde PLC | 0.24% | 5,340 | $2.5M | Add +5.1% |
| ABT Abbott Laboratories | 0.23% | 17,968 | $2.4M | Add +1.4% |
| TT Trane Technologies PLC | 0.23% | 5,524 | $2.4M | Add +0.1% |
| PEP Pepsico Inc. | 0.23% | 18,271 | $2.4M | Reduce -3.3% |
| TGT Target Corp. | 0.23% | 24,361 | $2.4M | Reduce -17.6% |
| RTX RTX Corp. | 0.21% | 15,204 | $2.2M | Reduce -0.1% |
| XLP SS Consumer Staples Sel Sect | 0.18% | 24,193 | $2.0M | Reduce -2.8% |
| GSK GSK PLC-Spon ADR | 0.18% | 49,749 | $1.9M | Add +11.8% |
| COST Costco Wholesale Corp. | 0.17% | 1,792 | $1.8M | Reduce -10.3% |
| IWV iShares Russell 3000 ETF | 0.17% | 5,024 | $1.8M | Reduce -5.2% |
| MRSH Marsh & McLennan Cos | 0.16% | 7,833 | $1.7M | Add +4.7% |
| AXP American Express Co. | 0.16% | 5,214 | $1.7M | Reduce -1.8% |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 12,177 | $1.7M | Reduce -3.1% |
| CVX Chevron Corp. | 0.15% | 10,757 | $1.5M | Reduce -1.8% |
| XLY SS Consumer Disc Select Sect | 0.14% | 6,942 | $1.5M | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.14% | 20,736 | $1.5M | Add +4.9% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.13% | 39,898 | $1.4M | Add +3.3% |
| MCD McDonald's Corp. | 0.13% | 4,548 | $1.3M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.12% | 14,390 | $1.3M | Reduce -5.4% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 20,253 | $1.3M | Reduce -6.5% |
Portfolio Sells Q1 2025 → Q2 2025
| ORCL Oracle Corp. | Reduce -77.7% | 0.39% | −0.79 |
| AAPL Apple Inc. | Reduce -2.4% | 4.75% | −0.77 |
| DGRO iShares Core Dividend Growth | Reduce -6.0% | 6.82% | −0.52 |
| MDLZ Mondelez International Inc. Class A | Reduce -88.4% | 0.06% | −0.45 |
| UNH Unitedhealth Group Inc. | Reduce -2.1% | 0.51% | −0.41 |
| MUB iShares National Muni Bond E | Reduce -9.8% | 2.23% | −0.38 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 1.43% | −0.25 |
| MRK Merck & Co. Inc. | Reduce -14.1% | 0.63% | −0.24 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 1.31% | −0.18 |
| IVV iShares Core S&P 500 ETF | Reduce -7.3% | 7.13% | −0.16 |
| TTE Totalenergies SE -Spon ADR | Reduce -6.8% | 0.79% | −0.15 |
| AMGN Amgen Inc. | Reduce -0.9% | 0.75% | −0.13 |
| HD Home Depot Inc. | Reduce -2.4% | 1.14% | −0.08 |
| V Visa Inc. Class A | Reduce -1.6% | 1.59% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -1.3% | 0.69% | −0.08 |
| TGT Target Corp. | Reduce -17.6% | 0.23% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -2.2% | 0.41% | −0.07 |
| PFE Pfizer Inc. | Reduce -5.4% | 0.43% | −0.07 |
| ACN Accenture PLC Class A | Reduce -2.1% | 0.56% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -7.3% | 0.38% | −0.06 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.34% | −0.06 |
| TJX TJX Companies Inc. | Reduce -2.5% | 1.00% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.9% | 0.65% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -19.1% | 0.08% | −0.06 |
| PEP Pepsico Inc. | Reduce -3.3% | 0.23% | −0.05 |
| VFLO Victoryshares Free Cash Flow | Reduce -7.0% | 0.57% | −0.05 |
| T AT&T Inc. | Reduce -4.8% | 0.59% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.7% | 0.11% | −0.04 |
| CVX Chevron Corp. | Reduce -1.8% | 0.15% | −0.04 |
| MET Metlife Inc. | Reduce -3.3% | 0.44% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -2.7% | 0.47% | −0.03 |
| WOOD iShares Global Timber & Fore | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Reduce -29.1% | 0.05% | −0.03 |
| VPL Vanguard Ftse Pacific ETF | Reduce -17.0% | 0.26% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -6.2% | 0.26% | −0.03 |
| EVRG Evergy Inc. | Reduce -1.5% | 0.40% | −0.03 |
| XLF SS Financial Select Sector | Reduce -6.2% | 0.40% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.5% | 0.31% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.02 |
| TAN Invesco Solar ETF | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -29.0% | 0.07% | −0.02 |
| KR Kroger Co. | Reduce -2.6% | 1.38% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -20.4% | 0.06% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -10.3% | 0.17% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -3.4% | 0.09% | −0.02 |
| LECO Lincoln Electric Holdings | Reduce -10.6% | 0.26% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| GUNR NT Mstar GLBL NR ETF | New | 0.68% | +0.68 |
| AEP American Electric Power | New | 0.44% | +0.44 |
| CRM Salesforce Inc. | New | 0.40% | +0.40 |
| HON Honeywell International Inc. | Add +29.1% | 0.96% | +0.25 |
| INTU Intuit Inc. | Add +713.2% | 0.26% | +0.23 |
| DFAE Dimensional Emerging Core Eq | Add +1.2% | 2.73% | +0.20 |
| IQLT iShares MSCI International Q | Add +4.9% | 1.76% | +0.15 |
| QDF NT Qual Div ETF | Add +2.8% | 1.15% | +0.06 |
| TCAF T Rowe PRC Cap Appreciation | Add +3.0% | 0.74% | +0.05 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.9% | 1.19% | +0.04 |
| TT Trane Technologies PLC | Add +0.1% | 0.23% | +0.04 |
| WMT Walmart Inc. | Add +0.5% | 0.46% | +0.03 |
| SUSA iShares ESG Optimized MSCI U | Add +5.8% | 0.27% | +0.03 |
| KLAC KLA Corp. | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.45% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.3% | 0.08% | +0.02 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| PHYS Sprott Physical Gold Trust | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| HOLX Hologic Inc. | New | 0.02% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +23.7% | 0.05% | +0.01 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +3.3% | 0.13% | +0.01 |
| COR Cencora Inc. | Add +1.2% | 0.26% | +0.01 |
| GSK GSK PLC-Spon ADR | Add +11.8% | 0.18% | +0.01 |
| MS Morgan Stanley | Add +2.9% | 0.06% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +14.3% | 0.08% | +0.01 |
| BLK BlackRock Inc. | Add +0.1% | 0.11% | +0.01 |
| PM Philip Morris International | Add +0.2% | 0.07% | +0.01 |
| BAC Bank of America Corp. | Add +2.1% | 0.05% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +8.2% | 0.03% | +0.00 |
| LIN Linde PLC | Add +5.1% | 0.24% | +0.00 |
| AMP Ameriprise Financial Inc. | Add +0.8% | 0.04% | +0.00 |
| ECL Ecolab Inc. | Add +4.7% | 0.03% | +0.00 |
| PEG Public Service Enterprise GP | Add +8.9% | 0.03% | +0.00 |
| ICE Intercontinental Exchange Inc. | Add +4.3% | 0.03% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +7.7% | 0.03% | +0.00 |
| PPG PPG Industries Inc. | Add +3.6% | 0.02% | +0.00 |
| DGX Quest Diagnostics Inc. | Add +0.7% | 0.02% | +0.00 |
| QCOM Qualcomm Inc. | Add +2.0% | 0.02% | +0.00 |
| SYY Sysco Corp. | Add +3.1% | 0.02% | −0.00 |
| WM Waste Management Inc. | Add +5.4% | 0.04% | −0.00 |
| CL Colgate-Palmolive Co. | Add +5.3% | 0.03% | −0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Add +1.8% | 0.03% | −0.00 |
| MMM 3M Co. | Add +0.1% | 0.12% | −0.00 |
| TRV The Travelers Cos Inc. | Add +0.9% | 0.05% | −0.00 |
| KO The Coca-Cola Co. | Add +4.9% | 0.14% | −0.00 |
| ABT Abbott Laboratories | Add +1.4% | 0.23% | −0.00 |
| ATO Atmos Energy Corp. | Add +2.8% | 0.10% | −0.00 |
| HSY The Hershey Co. | Add +1.4% | 0.04% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 255 | $1.2B | DGRO, IVV, AAPL, IEFA, AVGO |
| Q1 2026 | 236 | $1.2B | DGRO, IVV, AAPL, IEFA, MSFT |
| Q4 2025 | 240 | $1.2B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q3 2025 | 226 | $1.1B | IVV, DGRO, AAPL, MSFT, IEFA |
| Q2 2025 | 215 | $1.1B | IVV, DGRO, MSFT, IEFA, AAPL |
| Q1 2025 | 213 | $1.0B | DGRO, IVV, AAPL, IEFA, MSFT |
| Q4 2024 | 211 | $1.1B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q3 2024 | 221 | $1.1B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q2 2024 | 208 | $1.0B | DGRO, IVV, AAPL, MSFT, IEFA |
| Q1 2024 | 216 | $1.0B | DGRO, IVV, MSFT, AAPL, IEFA |